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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,398 | $48,337-61.9% | $67,560-72.8% | $80,959-77.3% |
| Participation rate | 30.8% | 66.4%-35.7pp | 72.9%-42.2pp | 67.7%-36.9pp |
| Annual return | 6.13% | 18.26%-12.1pp | 3533.50%-3527.4pp | 35.67%-29.5pp |
| Employer contribution / active EE | $378 | $2,023-81.3% | $2,737-86.2% | $2,757-86.3% |
| Participant deferral / active EE | $2,727 | $2,928-6.9% | $4,004-31.9% | $4,300-36.6% |
| Admin fee / account holder | $1,941 | $3,695-47.5% | $3,994-51.4% | $6,925-72.0% |